Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,830 | $65,027-49.5% | $90,970-63.9% | $79,852-58.9% |
| Participation rate | 73.0% | 61.6%+11.4pp | 69.0%+4.0pp | 69.6%+3.3pp |
| Annual return | 19.24% | 30.45%-11.2pp | 134.58%-115.3pp | 31.72%-12.5pp |
| Employer contribution / active EE | $541 | $1,247-56.7% | $2,122-74.5% | $2,471-78.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $599 | $4,535-86.8% | $5,960-90.0% | $5,306-88.7% |